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iShares ESG Advanced MSCI EM ETF
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Overview Fund Activity

45 hedge funds and large institutions have $34.3M invested in iShares ESG Advanced MSCI EM ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
13
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAF
1
Values Added Financial
District of Columbia
$2.63M
2
SEI Investments
2
SEI Investments
Pennsylvania
$8.15M
3
RSWM
3
Robertson Stephens Wealth Management
California
$722K
4
OMC
4
Old Mission Capital
Illinois
$481K
5
RWP
5
RWA Wealth Partners
Massachusetts
$2.69M

Top Sellers

1
BRIA
1
Balanced Rock Investment Advisors
Massachusetts
$1.98M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$477K
3
Goldman Sachs
3
Goldman Sachs
New York
$272K
4
EI
4
Ethic Inc
New York
$0
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
26
Asset Dedication LLC
California
$281K 6,552 – –
Goldman Sachs
27
Goldman Sachs
New York
$272K 6,336 -6,226 -50%
SWP
28
Stratos Wealth Partners
Ohio
$266K 6,195 -263 -4%
DT
29
Diversified Trust
Tennessee
$218K 5,080 +5,080 New
PWM
30
Parkworth Wealth Management
California
$212K 4,951 -4 -0.1%
BFO
31
Biltmore Family Office
North Carolina
$123K 2,877 – –
NB
32
NBT Bank
New York
$97K 2,262 – –
RP
33
Raelipskie Partnership
Ontario, Canada
$94.7K 2,209 – –
SPIA
34
Steward Partners Investment Advisory
New York
$93K 2,168 – –
LAMC
35
Longview Asset Management (California)
California
$87.6K 2,044 – –
Osaic Holdings
36
Osaic Holdings
Arizona
$59.9K 1,491 -534 -26%
SAM
37
Smartleaf Asset Management
Massachusetts
$53.4K 1,254 +1,114 +796%
UBS Group
38
UBS Group
Switzerland
$33.9K 791 +791 New
PWA
39
Physician Wealth Advisors
Utah
$25K 582 -5 -0.9%
NP
40
NorthRock Partners
Minnesota
$22.3K 520 – –
GWSG
41
GPS Wealth Strategies Group
Colorado
$7.38K 172 – –
B
42
Birchbrook
Maine
$1.84K 43 – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29K 30 -607 -95%
WWM
44
Wolff Wiese Magana
California
$1.03K 24 +24 New
Morgan Stanley
45
Morgan Stanley
New York
$54 1 – –
EI
46
Ethic Inc
New York
– – -6,663 Closed
CCM
47
Coldstream Capital Management
Washington
– – -1,750 Closed
PS
48
Principal Securities
Iowa
– – -50 Closed
Wells Fargo
49
Wells Fargo
California
– – -1 Closed
1
2